Asset Allocation Strategies’s iShares Russell Top 200 ETF IWL Stock Holding History

Asset Allocation Strategies’s Portfolio IWL Stock Details IWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$956K	Sell	5,955 -340	-5%	-$57.3K	0.17%	82
2025 Q4	$1.07M	Sell	6,295 -496	-7%	-$83.8K	0.2%	77
2025 Q3	$1.13M	Sell	6,791 -2,284	-25%	-$363K	0.22%	77
2025 Q2	$1.39M	Sell	9,075 -1,778	-16%	-$251K	0.31%	67
2025 Q1	$1.49M	Sell	10,853 -3,999	-27%	-$580K	0.37%	66
2024 Q4	$2.22M	Sell	14,852 -3,792	-20%	-$549K	0.53%	45
2024 Q3	$2.62M	Sell	18,644 -6,753	-27%	-$915K	0.75%	39
2024 Q2	$3.4M	Sell	25,397 -134	-0.5%	-$17.1K	1.14%	28
2024 Q1	$3.25M	Sell	25,531 -505	-2%	-$61.2K	1.15%	28
2023 Q4	$3M	Buy	26,036 +4,971	+24%	+$538K	1.17%	29
2023 Q3	$2.18M	Buy	21,065 +1,455	+7%	+$156K	1%	28
2023 Q2	$2.09M	Buy	19,610 +14,703	+300%	+$1.48M	0.99%	30
2023 Q1	$478K	Sell	4,907 -10,370	-68%	-$976K	1.38%	26
2022 Q4	$1.37M	Buy	+15,277	New	+$1.39M	0.93%	29

Other funds holding IWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.26B AUM 18.75% 1-Year Est. Return

Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return